ACTFX Mutual Fund

ACTFX Mutual Fund

NAV$8.14
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Returns Overview

1 Month
-2.13%
3 Months
-0.31%
6 Months
+0.85%
YTD
+1.24%
1 Year
+6.84%
3 Years (annualized)
+3.10%
5 Years (annualized)
-0.87%
10 Years (annualized)
+1.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACTFX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Municipal Bond High Yield Index(SAPIHY)
This Mutual Fund (YTD)
+1.24%
Peer Avg (YTD)
+0.23%
vs Peers
+1.00%

ACTFX Mutual Fund Performance

ACTFX performance across multiple time periods: 1-month -2.13%, YTD 1.24%, 1-year 6.84%, 3-year 3.10%, 5-year -0.87%, 10-year 1.55%.

ACTFX returns outperform the peer average of 0.23% YTD. With an expense ratio of 2.02%, investors should weigh costs against performance when evaluating this mutual fund.

ACTFX vs another fund shows side-by-side returns. ACTFX alternatives are available in the Mutual Fund Screener.